With the database of clients, prospects and leads becoming larger and more complex, Mortgage lenders understand that choosing the right CRM is essential in not falling short off the competitors in the Mortgage industry.
We take a look at the list of top ten CRM solutions available in the Mortgage Industry based on the following functionalities:
- Lead Generation
- Contact Database Management
- Automated Marketing
- Regulatory Compliance solution
- Loan Management
- Integration with LOS systems, POS and third party apps
- Social Media Component
- Cross selling and Upselling opportunities
- Analytics, reporting and tracking of KPIs, loan volumes, net revenue, ROI etc
Jungo is the premier mortgage app for Salesforce, offering a comprehensive solution with workflow management, referral tracking, LOS and EDGE integration and marketing automation. These applications help Mortgage lenders to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post sale.
Infusionsoft is a cloud-based sales and marketing solution that offers Customer Relationship Management (CRM), Marketing Automation and E-Commerce functionalities in one suite. Infusionsoft’s reporting and analytics tools help to do analysis to track the ROI of the sales and marketing activities.
Velocify helps mortgage companies of all sizes better collect, organize and distribute leads to the right loan officer quickly and effectively. Velocify also has some robust reporting features to keep track of the events down the pipeline.
ProsperWorks is a cloud-based customer relationship management tool that gives lenders complete views of their customers. ProsperWorks CRM seamlessly integrates with G Suite, gets rid of manual data entry, and is easy to use.
Bpm’online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. Bpm’online sales allows lenders to manage leads, transactions, orders, invoices, following the best practices of sales, taking into account the type and channel of sales.
The interface of Zoho CRM includes tools such as sales and marketing automation, customer support and a help desk, product configuration and reporting and customer analytics. Zoho CRM empowers lenders with a complete customer relationship lifecycle management solution for Sales, Marketing, Customer Support & Service and Inventory Management.
LeadMaster is a SaaS-based all-in-one lead management solution that offers capabilities to capture, track and follow up with leads. The intuitive CRM system offers real-time lead capture, lead distribution, nurturing, tracking and customer reporting.
BNTouch Mortgage CRM is a mortgage-specific CRM system that offers mortgage brokers and lenders alike a solution featuring marketing automation capabilities. BNTouch Mortgage CRM can capture leads from a variety of sources and integrates with mortgage-specific lead sources.
Freshsales is a full-fledged Online CRM packed with features such as, built-in phone, integrated email, user behaviour tracking, deal management, reporting and more. Lenders can manage your leads and clients better with the pipeline view and drive more loans to closure.
With its cloud-based, customer relationship management platform, HubSpot helps mortgage banks to track and nurture leads and analyze business metrics. HubSpot offers a visual dashboard with a real-time view of the entire sales funnel.
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